POOL CORP
No SEC Form 4 filings for $POOL in the last 30 days.
Pool Corporation (POOL) shares have lagged the market, down 39.2% over 52 weeks and 19.3% YTD versus the S&P 500’s +27.9% and +9.2% in 2026. After Q1 2026 results on Apr. 23, revenue was $1.1B and adjusted EPS $1.43, both above estimates; full-year EPS guidance is $10.87–$11.17. Analysts rate it “Moderate Buy” (5 strong buys, 9 holds, 1 moderate sell); Stifel cut its target to $210.
The article says Berkshire has been trimming positions including Visa, Domino’s, and Pool Corp, while shifting toward higher-conviction bets. It notes Todd Combs left for JPMorgan and that many positions closed in Q1 were opened by him. It also cites Abel increasing Alphabet to a top-seven holding and adding discounted value stocks such as Delta and Macy’s.
Berkshire Hathaway sold 16 stocks in Q1, fully exiting 12 after Greg Abel became CEO following Warren Buffett’s retirement, according to its latest 13F filing. The company completely sold Visa ($2.91B), Mastercard ($2.28B), UnitedHealth ($1.66B), Domino’s ($1.40B), and others including Amazon ($525M). It also exited Charter, Diageo, and Allegion, and trimmed Chevron, Constellation, Nucor, and Bank of America.
